BREAKING: Polygon to become U.S. regulated payments platform
We’re acquiring Coinme and Sequence to move all money onchain.
→ Regulated money movement in 48 states
→ Fiat on/off ramps
→ 50,000 fiat-to-crypto locations in the U.S.
→ Easy onboarding with wallet infra
→ 1-click crypto transactions across chains
All vertically integrated in the Polygon Open Money Stack.
My top 10 projects from 2025:
1. @Morpho -> defi mullet is opening up a whole new part of the industry
2. @0xPolygon doubled down on payments and #'s are looking good. @katana separation focusing on pure defi was a great play.
3. @eulerfinance -> was the comeback mainly last year? Amazing.
4. @maplefinance -> another comeback for the ages
5. @HyperliquidX -> changed the industry single handedly
6. @blockworks -> made tough decisions, focusing on a product, creating a clear thesis and direction, captures insane mindshare.
7. @yieldbasis -> New primitive is holding strong, incredible execution in every aspect. Doubling down on ve/gauges.
8. @AerodromeFi -> they went from a scrappy, low funded project to being one of the best and most used dex's in the industry. I honestly think they've woken Uniswap up a bit. I love rivalries.
9. @LayerZero_Core -> Are there any competitors left?
10. @ethereumfndn -> adjusted to community feedback, became more aggressive and pragmatic while still holding true to their values and mission.
Bonus 11. @sparkdotfi -> They just win. Great team, great project, great product, great airdrop. Keep it simple, keep it safe, play the long game!
I'm missing many, including some great projects we worked with at @AragonProject! Next will be my top projects for 2026.
People don't understand that the more transactions on polygon, the more POL gets burned.
Making POL deflationary in the long term is an achievable goal, and it can be achieved as we onboard more payment companies that drive volumes on the chain.
The best stablecoin growth stories don’t feel dramatic
In 2025, @0xPolygon processed over $52 BILLION in peer-to-peer volume
December closed at a new monthly ATH of $7.79B after five consecutive months of growth, ending 265% higher than January
Polygon’s peer-to-peer economy is expanding through real, sustained usage
🔥 LATEST: Aster said it will begin a Stage 5 buyback program on December 23, directing up to 80% of daily platform fees toward automatic and discretionary $ASTER buybacks.
Yesterday: Injective begins to tokenize $10 Billion in real world assets and mortgages entirely onchain
Today: $INJ is integrated onto Revolut, enabling over 65 million users to acquire and stake INJ directly on the app
The blockchain built for finance will never slow down.